Rowland Carmichael Advisors’s Eaton Vance Corp. EV Stock Holding History

Rowland Carmichael Advisors’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$456K	Hold	6,719	–	–	0.14%	153
2020 Q3	$256K	Hold	6,719	–	–	0.1%	230
2020 Q2	$259K	Hold	6,719	–	–	0.11%	213
2020 Q1	$217K	Hold	6,719	–	–	0.11%	225
2019 Q4	$314K	Hold	6,719	–	–	0.11%	216
2019 Q3	$302K	Hold	6,719	–	–	0.1%	216
2019 Q2	$290K	Buy	6,719 +1,273	+23%	+$51.9K	0.1%	207
2019 Q1	$220K	Buy	+5,446	New	+$216K	0.08%	240
2018 Q4	–	Sell	-5,446	Closed	-$286K	–	379
2018 Q3	$286K	Hold	5,446	–	–	0.11%	202
2018 Q2	$284K	Hold	5,446	–	–	0.12%	199
2018 Q1	$303K	Hold	5,446	–	–	0.17%	172
2017 Q4	$307K	Hold	5,446	–	–	0.16%	176
2017 Q3	$269K	Hold	5,446	–	–	0.15%	178
2017 Q2	$258K	Hold	5,446	–	–	0.15%	180
2017 Q1	$245K	Hold	5,446	–	–	0.15%	184
2016 Q4	$228K	Hold	5,446	–	–	0.13%	211
2016 Q3	$213K	Buy	+5,446	New	+$208K	0.14%	203

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rowland Carmichael Advisors's EV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Eaton Vance Corp. (EV) position steady in Q4 2020 at 6,719 shares worth $456K. The position accounts for 0.14% of the portfolio, ranked #153.

Rowland Carmichael Advisors first reported a position in EV in Q3 2016 and has held it in 17 quarters since. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Rowland Carmichael Advisors held 6,719 shares of Eaton Vance Corp. worth $456K as of Q4 2020.
Rowland Carmichael Advisors left its Eaton Vance Corp. share count unchanged in Q4 2020.
Eaton Vance Corp. made up 0.14% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #153 holding.
Rowland Carmichael Advisors first reported a position in Eaton Vance Corp. in Q3 2016 and has held it in 17 quarters since.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.